Forum Discussion
Archive plan after completion
Hi All,
What is the best parctice after the plan is completed under Planner and what will happend to the office 365 group created with it.
also Can I add plan to exsiting Office 365 group?
Thanks,
Yousef
- We cannot currently archive a plan since this feature is not available in the product. You can create a Plan from a existing Group, so the answer to your second question is "Yes"
28 Replies
- Microsoft Team, is there any update on this request? It is years old...is it never going to happen? Is it on a roadmap somewhere?
Archiving seems like a simple enough problem to solve for, and not having the ability to archive makes a potentially useful tool much more painful to use. Yousef Hanoun Without an archive feature one solution is to rename the plan name (not the group name) with a prefix such as
Completed
Done
Finished
DNU - Completed Project -
Yousef Hanoun , you can use the third party apps to archive completed plans (to read only tasks using SharePoint lists) from Microsoft planner. Let me know if you are still looking for a solution.
SanthoshB1 What third party apps have you found success with?
smauricelilly You need to use Apps4Pro Planner Manager app to archive the completed plans from Planner
I always recommend to my clients that they just leave the plan in place, because as mentioned here there is no archieve option, and if you delete the plan, it will delete the group as well (which we clearly dont want)
If you know this going in, you really have two options for administration, and just do what works best for your organization.
1. Make groups that are specific to plans, so that way when the plan is done, you can in essence remove the membership of the group and move on. For instance Sales - Customer Name, to be a group to focus on sales of a specific client. Or even Sales - Deal #####
2. Make generic groups and just plan on having old plans associated with them. So using the same example above, maybe you just do Sales for a group, and have plans for each project in there.
Just know deleting/archiving right now is not an option, so plan accordingly!- Fantastic advise thanks alot
- We cannot currently archive a plan since this feature is not available in the product. You can create a Plan from a existing Group, so the answer to your second question is "Yes"
The ability to archive old projects is a big need. Planner was designed for smaller, short-term projects wasn't it? The lack of an option to archive inactive projects is a must! thanks
This response is from a year ago - has this feature been implemented yet or will it ever be? Need guidance on what to do with completed plans to archive. Thanks so much!
Heidi Berger it is still the case. We are a law firm, the planner is a great way to plan legal projects, yet the Law Society demands that all documentation is retained. Therefore delete is not an option.
